Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27T
AUM Growth
+$1.29T
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,138
New
Increased
Reduced
Closed

Top Buys

1
+$46.9B
2
+$44.1B
3
+$25.5B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.5B
5
NVDA icon
NVIDIA
NVDA
+$16.5B

Top Sells

1
+$1.03B
2
+$830M
3
+$329M
4
VMW
VMware, Inc
VMW
+$270M
5
SGEN
Seagen Inc. Common Stock
SGEN
+$211M

Sector Composition

1 Technology 21.46%
2 Financials 10.26%
3 Healthcare 9.92%
4 Consumer Discretionary 9.08%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4376
$4.26M ﹤0.01%
428,322
+233,005
4377
$4.25M ﹤0.01%
500,808
+186,699
4378
$4.25M ﹤0.01%
293,818
+194,832
4379
$4.24M ﹤0.01%
558,910
+244,358
4380
$4.24M ﹤0.01%
178,796
+90,984
4381
$4.23M ﹤0.01%
214,286
+211,779
4382
$4.22M ﹤0.01%
384,902
+278,377
4383
$4.21M ﹤0.01%
86,078
+46,949
4384
$4.2M ﹤0.01%
55,326
-6,109
4385
$4.2M ﹤0.01%
679,700
+527,772
4386
$4.14M ﹤0.01%
110,742
+49,282
4387
$4.14M ﹤0.01%
200,474
+137,870
4388
$4.13M ﹤0.01%
261,966
+61,780
4389
$4.13M ﹤0.01%
1,266,502
+813,456
4390
$4.13M ﹤0.01%
86,752
+39,838
4391
$4.11M ﹤0.01%
261,410
+178,699
4392
$4.11M ﹤0.01%
486,756
+192,752
4393
$4.11M ﹤0.01%
137,746
+99,552
4394
$4.1M ﹤0.01%
83,458
+27,848
4395
$4.09M ﹤0.01%
1,129,802
+796,327
4396
$4.08M ﹤0.01%
101,374
+68,274
4397
$4.08M ﹤0.01%
749,300
+79,840
4398
$4.07M ﹤0.01%
181,784
+128,177
4399
$4.07M ﹤0.01%
347,690
+179,251
4400
$4.06M ﹤0.01%
179,938
+115,517
174 175
176
177 178